Wall Street To Big Tech: Show Us The Money In Pricey AI Race
Wall Street appears to be sending a strong message to Microsoft, Google, Meta and Amazon that investors are running out of patience with Big Tech spending sprees. (© Chris Gash)
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03:13 PM ET 07/31/2026
Big Tech earnings in the age of AI have followed a pattern. Results are strong, but so is the need for more computing capacity. Tech companies say they must spend more to meet that demand. That spooks investors, and AI stocks sell off. That was the case when Google parent Alphabet (GOOGL) posted robust results on July 22 and the…
